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Midlife MOT: wealth, work and wellbeing
Midlife MOT: wealth, work and wellbeing

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Session 2: wealth: where are you going next?

1 What’s next for you?

You’ve taken a good, clear look at your financial situation. You’ve understood where all your money goes. Perhaps you’ve made some cost-cutting choices that’ll help you save for the future.

Now we’re going to do some forward planning and see how you’d like that future to look. We’ll focus in particular on your savings and investments. And we’ll help you think through the financial challenges that come with difficult events, like redundancy, divorce or bereavement.

We’ll look on the bright side too. With good planning, your midlife years can be a great time for your finances. It’s likely that your income will peak. You’ll probably also finally pay off your mortgage and other debts. It’s an excellent time to make sure you and your family’s finances get into good shape.

Watch the video where Legal & General’s Nimol Rajkumar talks about what’s in this session and how it can help you take charge of your financial future.

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Video 1: Session 2 introduction
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